CTOS — CUSTOM TRUCK ONE SOURCE INC
Reported value held$258.66M
Funds holding (latest)39
SectorConsumer Discretionary
Funds holding (Q2 2026)32
Institutional value$233.92M · 19.84M sh
New / Add / Cut / Exit4 / 19 / 6 / 3
Top-5 / Top-10 concentration60.5% / 84.2%
Institutional holdings change
Accumulating +39.2%
(+5.59M sh)
Institutional value change
Up +150.5%
As of Q2 2026, 32 SEC-registered investment managers reported holding CTOS (CUSTOM TRUCK ONE SOURCE INC) in their latest 13F filings, with a combined reported value of $233.92M across 19.84M shares. That is +39.2% by share count (+5.59M shares) versus the previous quarter, while reported value moved +150.5%. Ownership is concentrated: the five largest holders account for 60.5% of reported value and the top ten for 84.2%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 6 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CTOS is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.57M | $54.02M | 0.00% | Add |
| Arrowstreet Capital history | 2.20M | $26.01M | 0.01% | Add |
| Goldman Sachs Group history | 1.88M | $22.17M | 0.00% | Add |
| Geode Capital Management history | 1.73M | $20.41M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.59M | $18.97M | 0.00% | New |
| Morgan Stanley history | 1.26M | $14.86M | 0.00% | Add |
| Bank of America Corp history | 1.19M | $14.09M | 0.00% | Hold |
| First Eagle Investment Management history | 861.75K | $10.18M | 0.02% | Add |
| AQR Capital Management history | 753.99K | $8.90M | 0.00% | Add |
| D. E. Shaw & Co history | 623.64K | $7.37M | 0.00% | Add |
| Northern Trust Corp history | 607.66K | $7.18M | 0.00% | Add |
| Charles Schwab Investment Management history | 515.08K | $6.08M | 0.00% | Hold |
| Citigroup Inc history | 412.08K | $4.87M | 0.00% | Add |
| Invesco Ltd history | 354.70K | $4.19M | 0.00% | Add |
| Point72 Asset Management history | 179.10K | $2.12M | 0.00% | Reduce |
| BNY Mellon history | 155.99K | $1.84M | 0.00% | Hold |
| UBS Group AG history | 150.89K | $1.78M | 0.00% | Add |
| Norges Bank Investment Management history | 134.40K | $1.59M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 117.43K | $1.39M | 0.00% | Add |
| Wells Fargo & Co history | 71.66K | $846.32K | 0.00% | Add |
| Lazard Asset Management history | 70.06K | $827.41K | 0.00% | Add |
| CPP Investments history | 62.80K | $741.67K | 0.00% | Reduce |
| Deutsche Bank AG history | 60.77K | $717.71K | 0.00% | Add |
| Legal & General Investment Management America history | 55.14K | $651.25K | 0.00% | Add |
| Balyasny Asset Management history | 52.96K | $625.46K | 0.00% | Reduce |
| Manulife Financial history | 33.54K | $396.13K | 0.00% | Reduce |
| Prudential Financial history | 29.93K | $353.53K | 0.00% | New |
| Citadel Advisors history | 23.30K | $275.22K | 0.00% | Reduce |
| Two Sigma Investments history | 19.15K | $226.19K | 0.00% | Reduce |
| Amundi US history | 15.89K | $187.66K | 0.00% | New |
| PNC Financial Services history | 5.18K | $61.22K | 0.00% | Add |
| T. Rowe Price Associates history | 51.00K | $603 | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.25M | $27.94M | 0.00% | Reduce |
| Geode Capital Management history | 1.47M | $9.66M | 0.00% | Add |
| Bank of America Corp history | 1.20M | $7.86M | 0.00% | Reduce |
| Arrowstreet Capital history | 1.06M | $6.94M | 0.00% | Add |
| Morgan Stanley history | 897.52K | $5.90M | 0.00% | Add |
| First Eagle Investment Management history | 765.82K | $5.03M | 0.01% | Reduce |
| AQR Capital Management history | 650.70K | $4.28M | 0.00% | Add |
| Charles Schwab Investment Management history | 517.41K | $3.40M | 0.00% | Add |
| Goldman Sachs Group history | 515.74K | $3.39M | 0.00% | Add |
| Northern Trust Corp history | 489.08K | $3.21M | 0.00% | Add |
| Citigroup Inc history | 384.71K | $2.53M | 0.00% | Reduce |
| Citadel Advisors history | 280.36K | $1.84M | 0.00% | Add |
| Millennium Management history | 257.82K | $1.69M | 0.00% | Reduce |
| Invesco Ltd history | 244.10K | $1.60M | 0.00% | Add |
| Point72 Asset Management history | 242.19K | $1.59M | 0.00% | Reduce |
| D. E. Shaw & Co history | 182.78K | $1.20M | 0.00% | New |
| BNY Mellon history | 156.24K | $1.03M | 0.00% | Reduce |
| CPP Investments history | 108.80K | $714.82K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 106.26K | $698.14K | 0.00% | Add |
| UBS Group AG history | 82.25K | $540.40K | 0.00% | Reduce |
| Balyasny Asset Management history | 64.01K | $420.54K | 0.00% | Add |
| Legal & General Investment Management America history | 50.32K | $330.62K | 0.00% | Reduce |
| Deutsche Bank AG history | 49.36K | $324.30K | 0.00% | Add |
| Wells Fargo & Co history | 39.38K | $258.74K | 0.00% | Reduce |
| Manulife Financial history | 34.29K | $225.31K | 0.00% | Reduce |
| Renaissance Technologies history | 31.66K | $207.98K | 0.00% | New |
| Two Sigma Investments history | 30.15K | $198.10K | 0.00% | Add |
| Janus Henderson Group history | 28.80K | $189.22K | 0.00% | Hold |
| Lazard Asset Management history | 19.05K | $125.17K | 0.00% | New |
| PNC Financial Services history | 5.15K | $33.86K | 0.00% | Add |
| T. Rowe Price Associates history | 40.79K | $268 | 0.00% | Add |
Q4 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.31M | $24.84M | 0.00% | Add |
| Vanguard Group history | 3.47M | $19.97M | 0.00% | Add |
| Bank of America Corp history | 1.48M | $8.53M | 0.00% | Reduce |
| Geode Capital Management history | 1.44M | $8.29M | 0.00% | Add |
| First Eagle Investment Management history | 777.94K | $4.48M | 0.01% | Hold |
| Morgan Stanley history | 714.69K | $4.12M | 0.00% | Reduce |
| Citigroup Inc history | 521.36K | $3.00M | 0.00% | Add |
| Charles Schwab Investment Management history | 504.88K | $2.91M | 0.00% | Hold |
| Northern Trust Corp history | 471.42K | $2.72M | 0.00% | Reduce |
| Arrowstreet Capital history | 414.44K | $2.39M | 0.00% | Add |
| Point72 Asset Management history | 385.87K | $2.22M | 0.00% | Add |
| Goldman Sachs Group history | 369.23K | $2.13M | 0.00% | Add |
| Millennium Management history | 317.80K | $1.83M | 0.00% | New |
| Invesco Ltd history | 236.93K | $1.36M | 0.00% | Add |
| AQR Capital Management history | 168.98K | $973.34K | 0.00% | Add |
| BNY Mellon history | 161.57K | $930.65K | 0.00% | Add |
| Wells Fargo & Co history | 84.84K | $488.69K | 0.00% | Add |
| UBS Group AG history | 82.81K | $477.01K | 0.00% | Reduce |
| CPP Investments history | 70.70K | $407.23K | 0.00% | New |
| Citadel Advisors history | 63.81K | $367.53K | 0.00% | Reduce |
| Legal & General Investment Management America history | 60.97K | $351.20K | 0.00% | Hold |
| Deutsche Bank AG history | 43.48K | $250.45K | 0.00% | Reduce |
| Manulife Financial history | 34.94K | $201.24K | 0.00% | Reduce |
| Janus Henderson Group history | 28.80K | $165.74K | 0.00% | Hold |
| Two Sigma Investments history | 27.95K | $161.00K | 0.00% | Add |
| Balyasny Asset Management history | 27.82K | $160.23K | 0.00% | New |
| JPMorgan Chase & Co history | 25.35K | $145.99K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.62K | $101.51K | 0.00% | Add |
| PNC Financial Services history | 5.08K | $29.29K | 0.00% | Hold |
| T. Rowe Price Associates history | 36.70K | $212 | 0.00% | Add |
Q3 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.24M | $27.21M | 0.00% | Add |
| Vanguard Group history | 3.28M | $21.03M | 0.00% | Add |
| Bank of America Corp history | 1.79M | $11.52M | 0.00% | Add |
| Geode Capital Management history | 1.41M | $9.04M | 0.00% | Add |
| First Eagle Investment Management history | 774.44K | $4.97M | 0.01% | Add |
| Morgan Stanley history | 722.30K | $4.64M | 0.00% | Add |
| Northern Trust Corp history | 516.60K | $3.32M | 0.00% | Add |
| Charles Schwab Investment Management history | 505.23K | $3.24M | 0.00% | Add |
| Citadel Advisors history | 427.00K | $2.74M | 0.00% | Add |
| Citigroup Inc history | 399.32K | $2.56M | 0.00% | Add |
| Arrowstreet Capital history | 281.72K | $1.81M | 0.00% | New |
| Goldman Sachs Group history | 277.22K | $1.78M | 0.00% | Add |
| Invesco Ltd history | 217.27K | $1.39M | 0.00% | Add |
| BNY Mellon history | 160.59K | $1.03M | 0.00% | Add |
| UBS Group AG history | 142.72K | $916.26K | 0.00% | Reduce |
| AQR Capital Management history | 113.35K | $727.71K | 0.00% | Add |
| Point72 Asset Management history | 107.46K | $689.87K | 0.00% | Reduce |
| Legal & General Investment Management America history | 60.97K | $391.45K | 0.00% | Add |
| Wells Fargo & Co history | 58.05K | $372.69K | 0.00% | Add |
| Deutsche Bank AG history | 43.77K | $281.02K | 0.00% | Add |
| Manulife Financial history | 37.19K | $238.73K | 0.00% | Reduce |
| Janus Henderson Group history | 28.80K | $184.75K | 0.00% | Hold |
| JPMorgan Chase & Co history | 25.64K | $164.64K | 0.00% | Reduce |
| Two Sigma Investments history | 20.65K | $132.56K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 5.32K | $34.17K | 0.00% | Reduce |
| PNC Financial Services history | 5.07K | $32.56K | 0.00% | Hold |
| T. Rowe Price Associates history | 31.80K | $205 | 0.00% | Add |
Q2 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.19M | $20.68M | 0.00% | Add |
| Vanguard Group history | 3.14M | $15.52M | 0.00% | Reduce |
| Bank of America Corp history | 1.35M | $6.69M | 0.00% | Reduce |
| Geode Capital Management history | 1.35M | $6.65M | 0.00% | Add |
| UBS Group AG history | 564.18K | $2.79M | 0.00% | Reduce |
| First Eagle Investment Management history | 558.35K | $2.76M | 0.01% | Add |
| Northern Trust Corp history | 481.17K | $2.38M | 0.00% | Add |
| Charles Schwab Investment Management history | 448.24K | $2.21M | 0.00% | Add |
| Morgan Stanley history | 403.39K | $1.99M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 319.19K | $1.58M | 0.00% | Add |
| Goldman Sachs Group history | 174.65K | $862.78K | 0.00% | Reduce |
| BNY Mellon history | 149.01K | $736.09K | 0.00% | Add |
| Invesco Ltd history | 124.58K | $615.44K | 0.00% | Add |
| Point72 Asset Management history | 114.31K | $564.70K | 0.00% | Reduce |
| Citigroup Inc history | 94.89K | $468.78K | 0.00% | Add |
| Legal & General Investment Management America history | 58.28K | $287.91K | 0.00% | Add |
| Wells Fargo & Co history | 49.14K | $242.75K | 0.00% | Add |
| AQR Capital Management history | 40.52K | $200.18K | 0.00% | Add |
| Deutsche Bank AG history | 39.17K | $193.49K | 0.00% | Add |
| Manulife Financial history | 37.45K | $184.99K | 0.00% | Add |
| JPMorgan Chase & Co history | 29.42K | $145.34K | 0.00% | Add |
| Janus Henderson Group history | 28.80K | $142.13K | 0.00% | Hold |
| Two Sigma Investments history | 20.70K | $102.24K | 0.00% | Add |
| Citadel Advisors history | 20.36K | $100.58K | 0.00% | Reduce |
| PNC Financial Services history | 5.07K | $25.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 30.21K | $150 | 0.00% | Add |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.84M | $16.20M | 0.00% | Reduce |
| BlackRock Inc history | 3.66M | $15.44M | 0.00% | Reduce |
| Bank of America Corp history | 1.39M | $5.86M | 0.00% | Add |
| Geode Capital Management history | 1.19M | $5.04M | 0.00% | Add |
| UBS Group AG history | 593.93K | $2.51M | 0.00% | Add |
| Goldman Sachs Group history | 529.59K | $2.23M | 0.00% | Add |
| Northern Trust Corp history | 446.30K | $1.88M | 0.00% | Reduce |
| Morgan Stanley history | 435.10K | $1.84M | 0.00% | Add |
| Charles Schwab Investment Management history | 432.27K | $1.82M | 0.00% | Reduce |
| Citadel Advisors history | 237.78K | $1.00M | 0.00% | Reduce |
| First Eagle Investment Management history | 145.52K | $614.11K | 0.00% | New |
| Point72 Asset Management history | 136.25K | $574.99K | 0.00% | New |
| BNY Mellon history | 119.69K | $505.09K | 0.00% | Reduce |
| Invesco Ltd history | 110.82K | $467.64K | 0.00% | Add |
| Citigroup Inc history | 74.87K | $315.95K | 0.00% | Add |
| Legal & General Investment Management America history | 57.54K | $243.00K | 0.00% | Hold |
| Renaissance Technologies history | 53.20K | $224.50K | 0.00% | New |
| Wells Fargo & Co history | 42.99K | $181.41K | 0.00% | Reduce |
| Manulife Financial history | 35.08K | $148.03K | 0.00% | Add |
| Janus Henderson Group history | 28.80K | $128.02K | 0.00% | Hold |
| JPMorgan Chase & Co history | 25.36K | $107.03K | 0.00% | Add |
| Millennium Management history | 22.69K | $95.77K | 0.00% | Reduce |
| Two Sigma Investments history | 17.45K | $73.63K | 0.00% | Add |
| AQR Capital Management history | 14.95K | $63.08K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 13.09K | $55.25K | 0.00% | Add |
| PNC Financial Services history | 5.83K | $24.60K | 0.00% | Hold |
| Deutsche Bank AG history | 642 | $2.71K | 0.00% | Hold |
| T. Rowe Price Associates history | 21.47K | $91 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.59M sh · $18.97M
- Norges Bank Investment Management 134.40K sh · $1.59M
- Prudential Financial 29.93K sh · $353.53K
- Amundi US 15.89K sh · $187.66K
Fully Exited (vs previous quarter)
- Millennium Management sold 257.82K sh · $1.69M
- Renaissance Technologies sold 31.66K sh · $207.98K
- Janus Henderson Group sold 28.80K sh · $189.22K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.57M | 4.25M | 4.31M | 4.24M | 4.19M | 3.66M | 3.68M | 3.80M | — | — | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 2.20M | 1.06M | 414.44K | 281.72K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.88M | 515.74K | 369.23K | 277.22K | 174.65K | 529.59K | 163.73K | 160.18K | 85.71K | 61.57K | 66.74K | 70.91K | 74.68K | 68.90K | 77.50K | 54.38K | 44.36K | 45.32K | 37.60K | 29.52K |
| Geode Capital Management | 1.73M | 1.47M | 1.44M | 1.41M | 1.35M | 1.19M | 1.16M | 1.20M | 1.24M | 1.26M | 1.25M | 1.19M | 1.15M | 1.15M | 1.12M | 1.07M | 954.65K | 933.87K | 787.02K | 712.56K |
| JPMorgan Chase & Co | 1.59M | — | 25.35K | 25.64K | 29.42K | 25.36K | 23.16K | 492.41K | 47.37K | 45.41K | 76.94K | 562.18K | 82.32K | 1.18K | 62.60K | 56.57K | 50.70K | 41.51K | 30.44K | 17.05K |
| Morgan Stanley | 1.26M | 897.52K | 714.69K | 722.30K | 403.39K | 435.10K | 384.99K | 387.59K | 232.93K | 243.46K | 339.85K | 151.93K | 158.55K | 98.35K | 81.60K | 86.83K | 77.77K | 72.36K | 132.54K | 423.46K |
| Bank of America Corp | 1.19M | 1.20M | 1.48M | 1.79M | 1.35M | 1.39M | 1.31M | 620.22K | 608.43K | 610.78K | 579.97K | 631.58K | 644.95K | 635.55K | 623.55K | 622.00K | 586.08K | 621.54K | 510.93K | 350.40K |
| First Eagle Investment Management | 861.75K | 765.82K | 777.94K | 774.44K | 558.35K | 145.52K | — | — | 305.34K | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 753.99K | 650.70K | 168.98K | 113.35K | 40.52K | 14.95K | — | — | — | — | 18.46K | 11.92K | 11.96K | 11.93K | 11.88K | 11.50K | 11.47K | 12.13K | 15.74K | 40.23K |
| D. E. Shaw & Co | 623.64K | 182.78K | — | — | — | — | — | 40.63K | 27.51K | 34.46K | 29.97K | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 607.66K | 489.08K | 471.42K | 516.60K | 481.17K | 446.30K | 452.42K | 485.25K | 507.19K | 530.96K | 550.97K | 512.46K | 493.58K | 482.92K | 491.27K | 485.41K | 476.35K | 487.47K | 423.26K | 415.38K |
| Charles Schwab Investment Management | 515.08K | 517.41K | 504.88K | 505.23K | 448.24K | 432.27K | 443.47K | 446.46K | 474.21K | 472.96K | 456.25K | 462.53K | 451.71K | 455.15K | 457.69K | 444.03K | 374.36K | 380.77K | 343.93K | 339.29K |
| Citigroup Inc | 412.08K | 384.71K | 521.36K | 399.32K | 94.89K | 74.87K | 47.05K | 56.13K | 13.26K | 10.69K | 9.18K | 602 | 24.03K | 2.03K | 216.65K | 217.15K | 218.59K | 3.19K | 14.47K | 62.11K |
| Invesco Ltd | 354.70K | 244.10K | 236.93K | 217.27K | 124.58K | 110.82K | 98.20K | 98.01K | 114.39K | 97.98K | 79.05K | 104.53K | 81.88K | 75.34K | 20.24K | 20.75K | 19.80K | 200.93K | 36.79K | 233.50K |
| Point72 Asset Management | 179.10K | 242.19K | 385.87K | 107.46K | 114.31K | 136.25K | — | — | — | 14.20K | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 155.99K | 156.24K | 161.57K | 160.59K | 149.01K | 119.69K | 123.59K | 225.68K | 266.42K | 254.45K | 272.19K | 229.82K | 222.52K | 238.94K | 247.17K | 189.34K | 163.18K | 179.02K | 137.57K | 118.27K |
| UBS Group AG | 150.89K | 82.25K | 82.81K | 142.72K | 564.18K | 593.93K | 465.44K | 32.30K | 27.73K | 51.04K | 71.49K | 22.57K | 22.40K | 22.88K | 71.31K | 30.72K | 26.82K | 2.06K | 252 | — |
| Norges Bank Investment Management | 134.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 117.43K | 106.26K | 17.62K | 5.32K | 319.19K | 13.09K | 11.19K | 28.85K | 2.16K | 15.98K | 1.17K | 2.66M | 8.14M | 8.96M | 8.98M | 9.08M | 8.81M | 8.55M | 5.79M | 4.49M |
| Wells Fargo & Co | 71.66K | 39.38K | 84.84K | 58.05K | 49.14K | 42.99K | 47.29K | 38.71K | 40.64K | 40.10K | 35.88K | 30.05K | 45.77K | 30.58K | 21.77K | 21.71K | 67.07K | 78.11K | 83.75K | 656.48K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details